Tanisha Kates
Concord,NC
Summary
Compassionate Intake Specialist with experience in managing client intake processes within healthcare settings. Strengths include strong communication skills, ability to multi-task, and proficiency in data entry. Have demonstrated effectiveness in facilitating smooth patient admission procedures and improving overall efficiency. Devoted to giving every customer a positive and memorable experience. Practiced at working with regulatory limits and department standards to handle requirements. Offering over 20 years of experience in insurance, sales, management, and customer service.
Overview
12
12
years of professional experience
Work History
Intake Specialist Manager
Rockwell Development Center
Huntersville, North Carolina
06.2024 - Current
- Managed a staff of 10
- Developed and trained staff
- Onboarded intake and clinical staff
- Assessed patient needs through interviews with patients and their families.
- Provided referrals to appropriate resources within the community when necessary.
- Maintained accurate records of all client interactions according to agency policies and procedures.
- Coordinated with external agencies to ensure continuity of care for clients.
- Provided education about mental health issues to individuals, families, and community groups.
- Scheduled appointments for clients as needed for outside services such as counseling or medical care.
- Reviewed referral sources for appropriateness prior to admission into program.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
- Answered and logged incoming inquiries via phone, fax and email.
- Coordinated schedules and appointments, sending out reminders regarding appointment dates.
- Maintained clinical records and required paperwork in compliance with agency standards.
- Verified insurance eligibility, benefits, and patient liabilities for defined services.
- Managed confidential client data in compliance with HIPAA and other relevant regulations.
- Developed and maintained intake procedures to enhance efficiency and client satisfaction.
- Implemented feedback mechanisms for continuous improvement of the intake process.
- Supported the development and implementation of policies and procedures to enhance service delivery and client care.
Insurance Agent
Medigap Life
Charlotte, NC
04.2023 - 05.2024
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Scheduled meetings with prospective clients to discuss available products and services.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Financial Services Representative
New York Life Insurance Co
Charlotte, NC
11.2021 - 05.2023
- Analyzed customer needs and provided best options, products and services.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Developed fact-finding interviews to determine need for coverage.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Health Coach
Self-employed
Concord, NC
09.2018 - 02.2023
- Provided education around the importance of healthy eating, physical activity, sleep, stress management, and other lifestyle factors.
- Gathered health data from clients using self-assessment tools.
- Conducted weekly one-on-one sessions with clients to review progress against established goals.
- Facilitated group workshops on topics such as mindful eating, meal planning, label reading, grocery shopping on a budget.
- Monitored clients' progress and compared to pre-determined health targets.
- Boosted community members' health knowledge through participation in health fairs and events.
Insurance Agent
TransAct
Charlotte, NC
08.2013 - 04.2021
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Education
Institute For Integrative Nutrition
New York, NY09.2018
Associate of Arts -
Harrisburg Area Community College
Harrisburg, PASkills
- Problem-Solving
- Client Relationship Building
- Analytical Thinking
- Payments Processing
- Active listening
- Sales Goals
- Adaptability
- Customer service
- MS Office
- Strong Work Ethic
- Management
- Communication skills
Timeline
Intake Specialist Manager
Rockwell Development Center
06.2024 - Current
Insurance Agent
Medigap Life
04.2023 - 05.2024
Financial Services Representative
New York Life Insurance Co
11.2021 - 05.2023
Health Coach
Self-employed
09.2018 - 02.2023
Insurance Agent
TransAct
08.2013 - 04.2021
Institute For Integrative Nutrition
Associate of Arts -
Harrisburg Area Community College
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